Please use the following links to get started with your application, then an adviser will follow up with you and provide a recommendation.
To arrange a consultation or speak to an adviser, please fill in the contact form.
Meet our dedicated team of professionals at Fortuna Financial Planning. Each member brings unique expertise and a commitment to delivering exceptional financial solutions. Get to know the passionate individuals who are here to guide you towards achieving your financial goals with personalised advice and strategic insights.
Ben founded Fortuna Finance in 2005 and thrives as an independent financial adviser, expertly crafting strategies that enhance financial management and growth.
Jordan specialises in mortgage advice at Fortuna Financial Planning, focusing on building lasting client relationships and handling both standard and complex cases as a whole-of-market advisor.
Janine is a chartered accountant with 18 years of experience, specialising in accounting and tax advisory for SMEs. She champions cloud technology to enhance business efficiency and enjoys gym time and family life.
Chloe excels as a practice manager, streamlining operations, ensuring regulatory compliance, and enhancing client support to create a robust wealth management service.
Initial introductions are at our cost so get in touch and speak to a planner, we would love to hear from you.
We can discuss the relevant steps and provide more detailed information about the services we offer, how they are relevant to your situation and we can maybe work in partnership to formulate a plan that will start you on the right financial journey.